26th Oct 2015

Your life can change in an instant. One day you are here and the next day you are gone. Estate planning is vital when dealing with a loved one after they have passed, but it is also just as important … more

Why Incapacity Planning is Important

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23rd Feb 2015

No one wants to consider the possibility that one day they might not be able to manage their wealth and assets. The thought of being physically or mentally incapable of managing your financial business is a terrifying thought and no … more

28th May 2013

This is video discusses a “self-settled” special needs trust, the type of special needs trust that is set up by the disabled person themselves.  This is different from the “third party” special needs trust, which is the kind of trust … more

25th May 2013

Estate planning means PLANNING!  This seems obvious, but many people wait to the last minute to plan their estates. In my almost quarter century of working as an estate planning lawyer, I have been called upon on many occasions to … more

30th Apr 2013

Side by side with estate planning is retirement planning.  Here are some important things to know: 1.  Outline your retirement goals.    2.  Know key dates.  For example, there is a 7 month window for enrolling in Medicare beginning 3 … more

Orange County Estate Planning Attorney Believes that a Prenup should be in Sync with Your Estate Planning Papers

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21st Feb 2013

All marriages whether good or bad end.  It may end in divorce (or similar actions) or in death.  In a good marriage, when one spouse dies ahead of the other, then that person must have a good estate plan in … more

What Happens When a Person Becomes Incapacitated and Does Not Have a Designated Agent?

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26th Dec 2012

One of the reasons why a person plans his estate is to ensure the proper transfer of his estate to his designated heirs when he dies.  Another contingency however, that a person must watch out for is his becoming incapacitated. … more

2nd Dec 2012

No.  As the creator of the trust, you have 2 powers that give you ultimate control over the Living Trust:  The power to amend the trust, and the power to revoke the trust.  Also, during your lifetime, as long you … more

21st Mar 2012

A Durable Power of Attorney for Management of Finances and Assets allows you to protect yourself against an unexpected period of incapacity. This informative video explains how Powers of Attorney work, when to use them and how they fit into … more

2nd Mar 2012

Orange County Estate Planning Attorney, Dwight Edward Tompkins, reveals how powers of attorney are often misused, and how they are properly used when created with the help of a qualified estate planning lawyer. This video is a must for those … more